CENTRUS ENERGY CORP LEU
CL A · Common Stock · CUSIP 15643U104 · ISIN US15643U1043
American nuclear fuel supply company
- SectorMaterials
- IndustryMining & Quarrying of Nonmetallic Minerals (No Fuels)
- HeadquartersBethesda, MD
- Founded1992
- Websitecentrusenergy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $183.11. Options: 19 managers hold calls ($390.8m notional), 18 hold puts ($425.7m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 83 |
| Q4 2022 | 99 |
| Q1 2023 | 104 |
| Q2 2023 | 90 |
| Q3 2023 | 114 |
| Q4 2023 | 129 |
| Q1 2024 | 123 |
| Q2 2024 | 130 |
| Q3 2024 | 151 |
| Q4 2024 | 208 |
| Q1 2025 | 222 |
| Q2 2025 | 311 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 73 | 37 |
| Q4 2023 | 70 | 42 |
| Q1 2024 | 68 | 67 |
| Q2 2024 | 83 | 46 |
| Q3 2024 | 87 | 59 |
| Q4 2024 | 135 | 65 |
| Q1 2025 | 128 | 86 |
| Q2 2025 | 205 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $53.5m | $31.9m | 0.60 |
| Q4 2024 | $133.6m | $82.3m | 0.62 |
| Q1 2025 | $92.7m | $114.4m | 1.23 |
| Q2 2025 | $390.8m | $425.7m | 1.09 |
Biggest buyers
| D. E. Shaw & Co., Inc. | New | +569.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +231.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +205.0k |
| Jump Financial, LLC | New | +104.5k |
| FRANKLIN RESOURCES INC | New | +89.1k |
| FIRST TRUST ADVISORS LP | Added | +88.5k |
| BlackRock, Inc. | Added | +83.1k |
| TWO SIGMA ADVISERS, LP | Added | +80.2k |
| GOLDMAN SACHS GROUP INC | Added | +66.2k |
| Driehaus Capital Management LLC | Added | +61.2k |
Biggest sellers
| Yong Rong (HK) Asset Management Ltd | Sold out | -255.4k |
| SOROS FUND MANAGEMENT LLC | Sold out | -233.3k |
| Anatole Investment Management Ltd | Reduced | -217.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -181.0k |
| Boundary Creek Advisors LP | Sold out | -173.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | -134.1k |
| Walleye Trading LLC | Sold out | -110.3k |
| TB Alternative Assets Ltd. | Reduced | -103.2k |
| CloudAlpha Capital Management Limited/Hong Kong | Reduced | -103.1k |
| WEXFORD CAPITAL LP | Sold out | -63.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $61.5m335.9k shares |
| CITADEL ADVISORS LLC | Added | $60.7m331.3k shares |
| JANE STREET GROUP, LLC | Added | $53.5m292.1k shares |
| PEAK6 LLC | Added | $51.9m283.2k shares |
| GROUP ONE TRADING LLC | Added | $37.4m203.9k shares |
| Walleye Trading LLC | Reduced | $29.5m160.9k shares |
| IMC-Chicago, LLC | Added | $24.6m134.5k shares |
| D. E. Shaw & Co., Inc. | Added | $17.4m95.0k shares |
| SIMPLEX TRADING, LLC | Added | $14.2m77.6k shares |
| Cubist Systematic Strategies, LLC | Added | $11.7m63.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $131.4m717.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $80.3m438.2k shares |
| DLD Asset Management, LP | Added | $50.6m277.3k shares |
| Walleye Trading LLC | Reduced | $38.7m211.0k shares |
| IMC-Chicago, LLC | Added | $27.1m147.8k shares |
| JANE STREET GROUP, LLC | Added | $26.2m143.1k shares |
| PEAK6 LLC | Added | $19.9m108.4k shares |
| Walleye Capital LLC | Added | $12.5m68.5k shares |
| GROUP ONE TRADING LLC | Reduced | $11.9m65.0k shares |
| SIMPLEX TRADING, LLC | Added | $10.4m56.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-10-27 | 12.8% |
| STATE STREET CORP 13G · institution +1.6 pts · filed 2026-09-08 | 10.2% |
| VAN ECK ASSOCIATES CORP 13G · institution +2.3 pts · filed 2026-08-14 | 8.7% |
| Global X Management CO LLC 13G · institution filed 2026-05-15 | 6.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: BANK OF NOVA SCOTIA (3.5%, 2026-10-19), D. E. SHAW & CO, L.P. (2.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $646.8k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $112.9k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $481.2k | — |
| Q2 2025 | 0 | — | 2 | $577.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-30 | HARRILL KEVIN J CFO & Treasurer | Sold | $217.7k1.7k shares |
| 2025-05-13 | Donelson John M A SVP, Sales & Chief Mktg Off | Sold | $359.4k3.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $219.1m | Added +83.1k |
| VANGUARD GROUP INC 0.00% of their portfolio | 985.6k $180.5m | Added +40.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.31% of their portfolio | 877.8k $160.8m | Reduced -134.1k |
| STATE STREET CORP 0.01% of their portfolio | 765.7k $140.3m | Reduced -20.6k |
| VAN ECK ASSOCIATES CORP 0.13% of their portfolio | 620.5k $113.7m | Added +59.5k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 569.7k $104.4m | New |
| FMR LLC 0.01% of their portfolio | 485.4k $88.9m | Added +46.9k |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 358.5k $65.7m | Added +231.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 348.5k $63.8m | Reduced -5.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 346.9k $63.5m | Added +8.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 314.0k $57.5m | Reduced -18.2k |
| CloudAlpha Capital Management Limited/Hong Kong 6.39% of their portfolio | 283.0k $51.8m | Reduced -103.1k |
| UBS Group AG 0.01% of their portfolio | 266.0k $48.7m | Added +27.3k |
| Sara-Bay Financial 17.43% of their portfolio | 265.8k $48.7m | Reduced -54.6k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 247.4k $45.3m | Added +205.0k |
| Driehaus Capital Management LLC 0.32% of their portfolio | 216.3k $39.6m | Added +61.2k |
| REAVES W H & CO INC 0.85% of their portfolio | 208.9k $38.3m | Reduced -19.8k |
| Granahan Investment Management, LLC 1.54% of their portfolio | 206.7k $37.9m | Reduced -9.3k |
| Goehring & Rozencwajg Associates, LLC 5.19% of their portfolio | 185.4k $34.0m | Reduced -26.9k |
| MORGAN STANLEY 0.00% of their portfolio | 180.7k $33.1m | Added +27.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 164.4k $30.1m | Reduced -51.8k |
| Anatole Investment Management Ltd 5.02% of their portfolio | 159.3k $29.2m | Reduced -217.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 136.8k $25.1m | Added +1.1k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 134.4k $24.6m | Added +88.5k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 129.9k $23.8m | Added +80.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 128.5k $23.5m | Added +8.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 122.3k $22.4m | Added +15.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 117.2k $21.5m | Added +66.2k |
| Jump Financial, LLC 0.23% of their portfolio | 104.5k $19.1m | New |
| HRT FINANCIAL LP 0.09% of their portfolio | 95.2k $17.4m | Added +55.9k |
| HEARTLAND ADVISORS INC 0.92% of their portfolio | 90.0k $16.5m | Reduced -32.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 89.1k $16.3m | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.17% of their portfolio | 73.1k $13.4m | Added +19.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 72.5k $13.3m | Added +49.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 71.1k $13.0m | Added +16.8k |
| LPL Financial LLC 0.00% of their portfolio | 66.0k $12.1m | Added +31.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 61.5k $11.3m | Added +44.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 60.3k $11.1m | Added +2.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 59.9k $11.0m | Added +58.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 54.4k $10.0m | Reduced -354 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.9k $9.7m | Added +39.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 51.1k $9.4m | Reduced -5.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 50.3k $9.2m | Reduced -18.9k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 47.2k $8.6m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 45.5k $8.3m | Reduced -35.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 44.1k $8.1m | Added +244 |
| Invesco Ltd. 0.00% of their portfolio | 42.6k $7.8m | Added +22.2k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 42.1k $7.7m | Added +12.6k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 42.0k $7.7m | Added +29.6k |
| TB Alternative Assets Ltd. 1.41% of their portfolio | 41.7k $7.6m | Reduced -103.2k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 41.6k $7.6m | Added +6.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 39.3k $7.2m | Reduced -702 |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 37.6k $6.9m | Added +31.6k |
| Nuveen, LLC 0.00% of their portfolio | 34.6k $6.3m | Reduced -12.2k |
| Daiwa Securities Group Inc. 0.02% of their portfolio | 34.3k $6.3m | Added +410 |
| Nicholas Investment Partners, LP 0.55% of their portfolio | 33.5k $6.1m | New |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% of their portfolio | 33.4k $6.1m | Reduced -43.4k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 31.9k $5.8m | Reduced -10.2k |
| BARCLAYS PLC 0.00% of their portfolio | 30.7k $5.6m | Added +12.1k |
| Swiss National Bank 0.00% of their portfolio | 30.6k $5.6m | Added +200 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 28.3k $5.2m | Added +18.5k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 25.4k $4.7m | Added +3.9k |
| Informed Momentum Co LLC 0.69% of their portfolio | 24.9k $4.6m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 24.4k $4.5m | Reduced -8.1k |
| GROUP ONE TRADING LLC 0.14% of their portfolio | 24.1k $4.4m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 22.4k $4.1m | Added +528 |
| FORA Capital, LLC 0.45% of their portfolio | 22.0k $4.0m | New |
| AE Wealth Management LLC 0.03% of their portfolio | 22.0k $4.0m | Added +3.8k |
| Integrated Advisors Network LLC 0.17% of their portfolio | 20.6k $3.8m | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 20.3k $3.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 19.7k $3.6m | Added +4.1k |
| Lisanti Capital Growth, LLC 0.97% of their portfolio | 19.1k $3.5m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.4k $3.4m | Added +5.4k |
| Verition Fund Management LLC 0.02% of their portfolio | 18.3k $3.4m | New |
| CITIGROUP INC 0.00% of their portfolio | 17.7k $3.2m | Added +6.0k |
| SHELTON CAPITAL MANAGEMENT 0.07% of their portfolio | 17.1k $3.1m | Reduced -3.0k |
| Bridgewater Associates, LP 0.01% of their portfolio | 17.0k $3.1m | Reduced -27.3k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 16.5k $3.0m | Reduced -7.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 16.0k $2.9m | Added +12.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 15.7k $2.9m | Reduced -138 |
| Arlington Capital Management, Inc. 2.35% of their portfolio | 14.8k $2.7m | New |
| NorthCoast Asset Management LLC 0.01% of their portfolio | 12.7k $2.3m | Reduced -5.1k |
| MOODY NATIONAL BANK TRUST DIVISION 0.20% of their portfolio | 12.2k $2.2m | Reduced -1.2k |
| SeaCrest Wealth Management, LLC 0.24% of their portfolio | 11.9k $2.2m | Reduced -202 |
| Virtu Financial LLC 0.11% of their portfolio | 11.8k $2.2m | Added +2.2k |
| WINTON GROUP Ltd 0.11% of their portfolio | 11.6k $2.1m | Added +6.0k |
| PORTLAND INVESTMENT COUNSEL INC. 0.56% of their portfolio | 11.2k $1.9m | Added +1.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 11.0k $2.0m | Reduced -3.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 10.7k $2.0m | Reduced -2.3k |
| Ipswich Investment Management Co., Inc. 0.47% of their portfolio | 10.7k $2.0m | Reduced -155 |
| LANARK FINANCIAL, INC. 0.16% of their portfolio | 10.5k $1.9m | Added +244 |
| Legacy Bridge, LLC 0.89% of their portfolio | 10.3k $1.9m | Reduced -100 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.1k $1.9m | Added +4.6k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 10.0k $1.8m | Reduced -3.0k |
| BOKF, NA 0.03% of their portfolio | 10.0k $1.8m | New |
| Legato Capital Management LLC 0.22% of their portfolio | 10.0k $1.8m | New |
| SG Americas Securities, LLC 0.01% of their portfolio | 9.9k $1.8m | Added +7.2k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 9.7k $1.8m | Added +375 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 9.6k $1.8m | Added +5.1k |
| PRINCETON CAPITAL MANAGEMENT LLC 0.52% of their portfolio | 9.6k $1.8m | New |